Kestra Advisory Services’s Columbia Short Duration Bond ETF SBND Stock Holding History

Kestra Advisory Services’s Portfolio SBND Stock Details SBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.76M	Buy	150,938 +77,439	+105%	+$1.44M	0.01%	1231
2026 Q2	$1.38M	Sell	73,499 -5,162	-7%	-$97K	﹤0.01%	1605
2026 Q1	$1.48M	Buy	78,661 +57,265	+268%	+$1.08M	0.01%	1483
2025 Q4	$405K	Buy	+21,396	New	+$405K	﹤0.01%	2310

Other funds holding SBND

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Kestra Advisory Services's SBND Position: Q3 2026 in Review

Kestra Advisory Services increased its Columbia Short Duration Bond ETF (SBND) stake by 105% in Q3 2026, buying an estimated $1.44M and bringing the position to 150,938 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #1231.

Kestra Advisory Services first reported a position in SBND in Q4 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold SBND as of Q3 2026.

Kestra Advisory Services held 150,938 shares of Columbia Short Duration Bond ETF worth $2.76M as of Q3 2026.
Kestra Advisory Services bought 77,439 Columbia Short Duration Bond ETF shares in Q3 2026, an estimated $1.44M.
Columbia Short Duration Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1231 holding.
Kestra Advisory Services first reported a position in Columbia Short Duration Bond ETF in Q4 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held Columbia Short Duration Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.